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Financial ADVSR advisor directory · SEC adviser records

Wells Fargo Clearing Services, LLC financial advisors in Orlando, FL

Every SEC-registered investment adviser representative at a Wells Fargo Clearing Services, LLC office in Orlando, A to Z.

The short answer

33 registered advisors work at Wells Fargo Clearing Services, LLC in Orlando, out of 13,135 at the firm nationwide; it ranks number 11 in the city by advisors. 4 list the CFP designation and 33 are also registered broker representatives.

Wells Fargo Clearing Services, LLC advisors in Orlando, A to Z

Every Wells Fargo Clearing Services, LLC advisor →

Wells Fargo Clearing Services, LLC advisors in other cities

St. Louis, MO 676Charlotte, NC 395New York, NY 329Salt Lake City, UT 210Minneapolis, MN 194San Diego, CA 167Houston, TX 161Scottsdale, AZ 138Irvine, CA 136Walnut Creek, CA 128McLean, VA 124Raleigh, NC 123Los Angeles, CA 119Fort Worth, TX 117Richmond, VA 113

Other firms in Orlando

All Orlando advisors →

Charles Schwab & Co., Inc. 217Schwab Wealth Advisory, Inc. 188Merrill Lynch, Pierce, Fenner & Smith Incorporated 61International Assets Investment Management, LLC 58Truist Advisory Services, Inc. 56Morgan Stanley 51J.P. Morgan Securities LLC 42Raymond James Financial Services Advisors, Inc. 41Ameriprise Financial Services, LLC 36LPL Financial LLC 34Florida Financial Advisors, LLC 31Raymond James & Associates, Inc. 28

Questions

How many financial advisors does Wells Fargo Clearing Services, LLC have in Orlando?

33 investment adviser representatives are registered at Wells Fargo Clearing Services, LLC offices in Orlando, Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 13,135 nationwide. 4 list the CFP designation and 33 are also registered as broker representatives.

Is Wells Fargo Clearing Services, LLC one of the largest advisor employers in Orlando?

Wells Fargo Clearing Services, LLC ranks number 11 in Orlando by registered advisors; Charles Schwab & Co., Inc. has the most, with 217.

How do I check a Wells Fargo Clearing Services, LLC advisor in Orlando?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Wells Fargo Clearing Services, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.